Fund Catalog

NAV

$19.2

1Y Return

12.8%

AUM

$18420M

Total Market Moderate

Vanguard Asset Management S&P 500 Index Fund

Amanda Foster · Russell 3000 Index

NAV

$23.7

1Y Return

12.0%

AUM

$85050M

Small Cap High

BlackRock Capital Advisors US Small Cap Fund

Sarah Mitchell · Russell 2000 Index

NAV

$29.0

1Y Return

18.5%

AUM

$6460M

Mid Cap Moderately High

BlackRock Capital Advisors US Mid Cap Blend Fund

Robert Harrington · Russell Midcap Index

NAV

$31.1

1Y Return

16.0%

AUM

$12150M

Tax-Advantaged Moderate

Fidelity Investments Tax-Advantaged Equity Fund

Emily Carson · S&P 500 Index

NAV

$34.0

1Y Return

11.8%

AUM

$8920M

Sectoral - Technology High

Fidelity Investments Technology Sector Fund

Michael Thornton · NASDAQ-100 Index

NAV

$40.1

1Y Return

20.5%

AUM

$9510M

Sectoral - Healthcare Moderately High

T. Rowe Price Group Healthcare & Pharma Fund

David Langford · S&P 500 Health Care Index

NAV

$41.4

1Y Return

13.8%

AUM

$5320M

International Moderately High

T. Rowe Price Group International Equity Fund

Christine Weber · MSCI EAFE Index

NAV

$46.7

1Y Return

13.2%

AUM

$15230M

Money Market Low to Moderate

Invesco Global Funds Government Money Market Fund

Thomas Brennan · ICE BofA 3-Month T-Bill Index

NAV

$48.8

1Y Return

4.8%

AUM

$42320M

Short Duration Low to Moderate

Invesco Global Funds Short Duration Bond Fund

Laura Steinberg · Bloomberg US Agg 1-3 Year Index

NAV

$52.5

1Y Return

5.8%

AUM

$11570M

Corporate Bond Low to Moderate

Franklin Templeton Investment Grade Corp Bond Fund

Nathan Kowalski · Bloomberg US Corporate Bond Index

NAV

$57.0

1Y Return

7.0%

AUM

$10300M

Aggressive Hybrid Moderate

Franklin Templeton Aggressive Growth Balanced Fund

Katherine Rossi · 60/40 S&P 500 / Bloomberg US Agg

NAV

$62.3

1Y Return

11.5%

AUM

$13710M

Balanced Moderate

PIMCO Asset Management Balanced Income Fund

Andrew Blackwell · 50/50 S&P 500 / Bloomberg US Agg

NAV

$62.8

1Y Return

8.5%

AUM

$16940M

Multi Asset Moderate

PIMCO Asset Management Global Multi-Asset Fund

Rachel Dubois · MSCI All Country World Index

NAV

$69.7

1Y Return

10.5%

AUM

$8310M

European Equity Moderately High

Amundi Asset Management European Equity Fund

William Hartmann · MSCI Europe Index

NAV

€73.4

1Y Return

11.5%

AUM

€5660M

Mid Cap Moderately High

Amundi Asset Management US Mid Cap Value Fund

James Whitfield · Russell Midcap Index

NAV

€73.9

1Y Return

15.5%

AUM

€9290M

Large Cap Value Moderate

Vanguard Asset Management US Large Cap Value Fund

Sarah Mitchell · S&P 500 Value Index

NAV

$78.4

1Y Return

10.8%

AUM

$22920M

Small Cap High

Vanguard Asset Management US Small Cap Growth Fund

Robert Harrington · Russell 2000 Index

NAV

$82.9

1Y Return

18.0%

AUM

$6650M

Total Market Moderate

BlackRock Capital Advisors Total Market Index Fund

Emily Carson · Russell 3000 Index

NAV

$85.8

1Y Return

11.8%

AUM

$72820M

Tax-Advantaged Moderate

BlackRock Capital Advisors Retirement Growth Fund

Michael Thornton · S&P 500 Index

NAV

$88.7

1Y Return

11.5%

AUM

$9890M

Sectoral - Technology High

Fidelity Investments NASDAQ-100 Index Fund

Amanda Foster · NASDAQ-100 Index

NAV

$92.4

1Y Return

19.5%

AUM

$38840M

Sectoral - Healthcare Moderately High

Fidelity Investments Biotech & Healthcare Fund

David Langford · S&P 500 Health Care Index

NAV

$96.1

1Y Return

13.5%

AUM

$4790M

International Moderately High

T. Rowe Price Group Global Infrastructure Fund

Christine Weber · MSCI EAFE Index

NAV

$100.6

1Y Return

12.8%

AUM

$7420M

Short Duration Low to Moderate

T. Rowe Price Group Ultra-Short Bond Fund

Thomas Brennan · Bloomberg US Agg 1-3 Year Index

NAV

$104.3

1Y Return

5.8%

AUM

$16670M

Corporate Bond Low to Moderate

Invesco Global Funds High Yield Corporate Bond Fund

Laura Steinberg · Bloomberg US Corporate Bond Index

NAV

$108.0

1Y Return

6.8%

AUM

$8320M

Fixed Income Low

Invesco Global Funds Global Aggregate Bond Fund

Nathan Kowalski · Bloomberg Global Aggregate Bond Index

NAV

$110.9

1Y Return

4.5%

AUM

$9290M

Aggressive Hybrid Moderate

Franklin Templeton Core Equity Income Fund

Katherine Rossi · 60/40 S&P 500 / Bloomberg US Agg

NAV

$115.4

1Y Return

10.8%

AUM

$11020M

Balanced Moderate

Franklin Templeton Strategic Income Fund

Andrew Blackwell · 50/50 S&P 500 / Bloomberg US Agg

NAV

$119.1

1Y Return

8.8%

AUM

$12470M

Multi Asset Moderate

PIMCO Asset Management All-Weather Multi-Asset Fund

Rachel Dubois · MSCI All Country World Index

NAV

$122.8

1Y Return

9.8%

AUM

$8220M

European Equity Moderately High

Amundi Asset Management Europe Opportunities Fund

William Hartmann · MSCI Europe Index

NAV

€127.3

1Y Return

11.0%

AUM

€4650M

Small Cap High

DWS Group US Small Cap Value Fund

James Whitfield · Russell 2000 Index

DWS Group

NAV

€132.6

1Y Return

18.5%

AUM

€6560M

Large Cap Growth Moderate

DWS Group US Large Cap Blend Fund

Sarah Mitchell · S&P 500 Growth Index

DWS Group

NAV

€133.1

1Y Return

12.5%

AUM

€32390M

International Moderately High

Schroders Investment Emerging Markets Growth Fund

Robert Harrington · MSCI EAFE Index

Schroders Investment

NAV

£137.6

1Y Return

12.8%

AUM

£7120M

Large Cap Growth Moderate

Schroders Investment Focused Growth Equity Fund

Emily Carson · S&P 500 Growth Index

Schroders Investment

NAV

£140.5

1Y Return

12.5%

AUM

£8990M

Balanced Moderate

Vanguard Asset Management Retirement Income Fund

Michael Thornton · 50/50 S&P 500 / Bloomberg US Agg

NAV

$146.6

1Y Return

9.2%

AUM

$21280M

Small Cap High

BlackRock Capital Advisors Russell 2000 Index Fund

Amanda Foster · Russell 2000 Index

NAV

$151.1

1Y Return

18.5%

AUM

$29910M

Sectoral - Technology High

Fidelity Investments Digital Innovation Fund

David Langford · NASDAQ-100 Index

NAV

$152.4

1Y Return

19.8%

AUM

$8420M

Sectoral - Healthcare Moderately High

T. Rowe Price Group Global Healthcare Leaders Fund

Christine Weber · S&P 500 Health Care Index

NAV

$156.1

1Y Return

13.8%

AUM

$5970M

Money Market Low to Moderate

Invesco Global Funds Prime Money Market Fund

Thomas Brennan · ICE BofA 3-Month T-Bill Index

NAV

$162.2

1Y Return

5.5%

AUM

$57060M

Short Duration Low to Moderate

Franklin Templeton Intermediate Term Bond Fund

Laura Steinberg · Bloomberg US Agg 1-3 Year Index

NAV

$165.1

1Y Return

6.2%

AUM

$15830M

Corporate Bond Low to Moderate

PIMCO Asset Management Corporate Credit Fund

Nathan Kowalski · Bloomberg US Corporate Bond Index

NAV

$169.6

1Y Return

7.5%

AUM

$8460M

Aggressive Hybrid Moderate

Amundi Asset Management Conservative Income Fund

Katherine Rossi · 60/40 S&P 500 / Bloomberg US Agg

NAV

€171.7

1Y Return

11.0%

AUM

€12250M

Multi Asset Moderate

DWS Group Dynamic Allocation Fund

Andrew Blackwell · MSCI All Country World Index

DWS Group

NAV

€177.0

1Y Return

10.5%

AUM

€10360M

Large Cap Value Moderate

Schroders Investment US Equity Income Fund

Rachel Dubois · S&P 500 Value Index

Schroders Investment

NAV

£178.3

1Y Return

10.8%

AUM

£16670M

European Equity Moderately High

Vanguard Asset Management Europe Value Equity Fund

William Hartmann · MSCI Europe Index

NAV

$184.4

1Y Return

11.5%

AUM

$5160M

Mid Cap Moderately High

BlackRock Capital Advisors US Mid Cap Select Fund

James Whitfield · Russell Midcap Index

NAV

$185.7

1Y Return

15.8%

AUM

$11470M

Large Cap Growth Moderate

Fidelity Investments US Large Cap Alpha Fund

Sarah Mitchell · S&P 500 Growth Index

NAV

$188.6

1Y Return

12.5%

AUM

$19940M

Fixed Income Low

T. Rowe Price Group Global Bond Fund

Robert Harrington · Bloomberg Global Aggregate Bond Index

NAV

$192.3

1Y Return

4.5%

AUM

$13290M

Total Market Moderate

Invesco Global Funds Quantitative Equity Fund

Emily Carson · Russell 3000 Index

NAV

$198.4

1Y Return

12.2%

AUM

$7680M

Large Cap Value Moderate

Franklin Templeton Dividend Growth Fund

Michael Thornton · S&P 500 Value Index

NAV

$199.7

1Y Return

10.5%

AUM

$11890M